By Tiernan Ray

Here are some things going on this morning in your world of tech:

Yahoo! (YHOO) shares are down 39 cents, or 1%, at $34.42, as analysts take stock of what they didn’t like in yesterday’s amended public filing from Alibaba Group Holding, a filing that contained updated financials that don’t entirely sit well with Yahoo!-watchers, including slowing growth and a diminished ownership stake of 22.5% for Yahoo!.

Oppenheimer & Co.’s Jason Helfstein reiterates an Outperform rating and cuts his price target to $40 from $43, citing as the main issue that in Q1 “revenue growth of 40% y/y, a deceleration from +66% in C4Q:13, and modestly below our 42% estimate.” He attributes the deceleration to what had been a surge in revenue in the quarter before because of the Chinese shopping event “Singles Day.”

Likewise, Raymond James’s Aaron Kessler also reiterates an Outperform rating, and cuts his price target from $43 to $40 as well, writing “Our lower target price for Yahoo reflects our lowered estimates for Alibaba as well as a lower ownership assumption (~22.5% of Alibaba Group shares on a fully diluted basis vs. our previous estimate of 24% which was on basic shares).”

Of the deceleration, he notes “The monetization rate decline was largely due to a mix towards mobile as mobile monetization rates remains well below non-mobile.”

Shares of Apple (AAPL) are down 7 cents at $92.13, after the company yesterday reached an out-of-court settlement with 33 states in the e-book price fixing case where it had been found to have colluded with publishers to set prices for e-books, as reported by Reuters’s Supriya Kurane. Apple had been facing as much as $840 million in damages from the suit.

Arcuri cites as positive factors things such as Apple holding share in high-end phones even though it doesn’t sell a large-screen model; an installed base of 140 million consumers not yet even using the iPhone 5; the prevalence of wireless upgrade incentives among carriers; and share gains in China.

Shares of Broadcom (BRCM) are down 14 cents, or 0.4%, at $38.52, after The Benchmark Company’s Gary Mobley this morning cut his rating on the shares to Hold from Buy, writing that Broadcom could lose share in so-called combo chips that provide WiFi and Bluetooth connections for phones and tablets as it seeks to divest its baseband chip operations.

Shares of Cisco Systems (CSCO) are unchanged at $24.54 after the company this morning said it will acquire startup Tail-f Systems for $175 million in cash, including some retention-based incentives. Cisco said Tail-f’s “network service orchestration technology” would help with provisioning network connections.

FBR & Co.’s Scott Thompson, who has a Hold rating on Cisco shares, writes thais morning that Tail-f’s equipment had provided for more cross-platform provisioning across different vendor’s gear, and was in use by AT&T (T). And so ” we expect the with this acquisition Cisco not only obtains solid technology, but is able to regulate which type of equipment is added to the platform and at what speed, which should reduce the competitive threat AT&T is able to lever.”

Shares of point-of-sale technology vendor Micros Systems (MCRS) are up $11.47, or 20%, at $69.18, following a story a short while ago by Bloomberg’s Alex Sherman and Dina Bassstating Oracle (ORCL) plans to acquire the company for $5 billion, above Micros’s $4.32 billion market cap.

About Tech Trader Daily

Tech Trader Daily is a blog on technology investing written by Barron’s veteran Tiernan Ray. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields. Comments and tips can be sent to: techtraderdaily@barrons.com.